Visionary-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "IWF",
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  "PEP",
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 541
Total Value: 1665844727
Accession Number: 0001802984-25-000005
Form Type: 13F-HR
CIK: visionary-wealth-advisors
Manager Name: Visionary-Wealth-Advisors

Data Enrichment

49% identified

266 identified275 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

541 positions • $1,665,844.727K total value

541 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 7 of 28

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92189H748

Shares:68.1K

Value:$3.6M

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:33.1K

Value:$3.6M

922020805

Shares:70.1K

Value:$3.5M

33738R506

Shares:59.6K

Value:$3.5M

88636J675

Shares:147.7K

Value:$3.5M

78468R622

Shares:36.0K

Value:$3.4M

Alphabet Inc.

GOOGL|02079K305

Shares:21.7K

Value:$3.4M

808524201

SCHX|808524201

Shares:143.1K

Value:$3.2M

025072158

Shares:49.0K

Value:$3.1M

464287465

EFA|464287465

Shares:38.5K

Value:$3.1M

02072L680

Shares:85.4K

Value:$3.1M

Alphabet Inc.

GOOG|02079K107

Shares:19.6K

Value:$3.1M

Mastercard Inc

MA|57636Q104

Shares:5.6K

Value:$3.1M

78464A383

Shares:138.0K

Value:$3.0M

82889N863

Shares:165.6K

Value:$3.0M

922907746

VTEB|922907746

Shares:60.1K

Value:$3.0M

33739P830

Shares:149.8K

Value:$3.0M

33739P301

Shares:61.3K

Value:$2.9M

808524714

Shares:116.2K

Value:$2.9M

ROLLINS INC

ROL|775711104

Shares:52.8K

Value:$2.9M

Instrument	Shares		Other Manager	Value
(cusip92189H748)✕	68.1K	QoQ +44.95% (+21.1K) YoY NEW(+68.1K)	All Managers (Combined)	$3.6M	QoQ +45.14% (+$1.1M) YoY NEW(+$3.6M)
AGNICO EAGLE MINES LTD(AEMcusip008474108)	33.1K	QoQ +3.33% (+1.1K) YoY +25.47% (+6.7K)	All Managers (Combined)	$3.6M	QoQ +43.23% (+$1.1M) YoY +128.04% (+$2.0M)
(cusip922020805)✕	70.1K	QoQ -5.61% (-4.2K) YoY NEW(+70.1K)	All Managers (Combined)	$3.5M	QoQ -2.72% (-$98.1K) YoY NEW(+$3.5M)
(cusip33738R506)✕	59.6K	QoQ +16.95% (+8.6K) YoY NEW(+59.6K)	All Managers (Combined)	$3.5M	QoQ +15.77% (+$475.4K) YoY NEW(+$3.5M)
(cusip88636J675)✕	147.7K	QoQ +0.07% (-112) YoY +21.15% (+25.8K)	All Managers (Combined)	$3.5M	QoQ -7.23% (-$271.4K) YoY +18.56% (+$545.0K)
(cusip78468R622)✕	36.0K	QoQ -1.14% (-415) YoY +0.34% (+123)	All Managers (Combined)	$3.4M	QoQ -1.31% (-$45.7K) YoY +0.44% (+$15.3K)
Alphabet Inc.(GOOGLcusip02079K305)	21.7K	QoQ +23.07% (+4.1K) YoY +23.98% (+4.2K)	All Managers (Combined)	$3.4M	QoQ +0.54% (+$18.1K) YoY +27.02% (+$713.3K)
(SCHXcusip808524201)	143.1K	QoQ +8.38% (+11.1K) YoY +272.68% (+104.7K)	All Managers (Combined)	$3.2M	QoQ +3.24% (+$99.2K) YoY +32.59% (+$776.5K)
(cusip025072158)✕	49.0K	QoQ +27.10% (+10.4K) YoY NEW(+49.0K)	All Managers (Combined)	$3.1M	QoQ +20.80% (+$541.3K) YoY NEW(+$3.1M)
(EFAcusip464287465)	38.5K	QoQ +19.67% (+6.3K) YoY +46.38% (+12.2K)	All Managers (Combined)	$3.1M	QoQ +29.35% (+$713.2K) YoY +49.80% (+$1.0M)
(cusip02072L680)✕	85.4K	QoQ -12.30% (-12.0K) YoY -9.44% (-8.9K)	All Managers (Combined)	$3.1M	QoQ -16.34% (-$601.3K) YoY -2.98% (-$94.7K)
Alphabet Inc.(GOOGcusip02079K107)	19.6K	QoQ +2.86% (-547) YoY +12.94% (+2.3K)	All Managers (Combined)	$3.1M	QoQ -15.61% (-$567.5K) YoY +15.88% (+$420.5K)
Mastercard Inc(MAcusip57636Q104)	5.6K	QoQ +0.34% (+19) YoY +35.50% (+1.5K)	All Managers (Combined)	$3.1M	QoQ +4.46% (+$130.2K) YoY +54.23% (+$1.1M)
(cusip78464A383)✕	138.0K	QoQ +15.58% (+18.6K) YoY +244.73% (+98.0K)	All Managers (Combined)	$3.0M	QoQ +18.26% (+$470.0K) YoY +249.97% (+$2.2M)
(cusip82889N863)✕	165.6K	QoQ +59.47% (+61.8K) YoY +326.44% (+126.8K)	All Managers (Combined)	$3.0M	QoQ +39.45% (+$851.9K) YoY +242.13% (+$2.1M)
(VTEBcusip922907746)	60.1K	QoQ +3.12% (+1.8K) YoY -26.85% (-22.1K)	All Managers (Combined)	$3.0M	QoQ +2.07% (+$60.6K) YoY -28.26% (-$1.2M)
(cusip33739P830)✕	149.8K	QoQ -28.41% (-59.4K) YoY -14.71% (-25.8K)	All Managers (Combined)	$3.0M	QoQ -28.30% (-$1.2M) YoY -14.56% (-$507.2K)
(cusip33739P301)✕	61.3K	QoQ -15.63% (-11.4K) YoY +9.43% (+5.3K)	All Managers (Combined)	$2.9M	QoQ -16.48% (-$577.9K) YoY +8.58% (+$231.6K)
(cusip808524714)✕	116.2K	QoQ -34.47% (-61.1K) YoY NEW(+116.2K)	All Managers (Combined)	$2.9M	QoQ -33.76% (-$1.5M) YoY NEW(+$2.9M)
ROLLINS INC(ROLcusip775711104)	52.8K	QoQ +1.44% (+755) YoY +0.22% (+119)	All Managers (Combined)	$2.9M	QoQ +18.25% (+$440.8K) YoY +17.03% (+$415.5K)